Tracey earned his MBA degree in Finance from Rochester Institute of technology and his Bachelors degree in electrical engineering. He holds FINRA securities licenses 7, 66 and NY State Insurance License. Financial planning is all about helping people. It requires a thorough understanding of the client’s needs and goals combined with a strong client relationship based on trust. Tracey moved to Rochester to attend college and is blessed to live on Irondequoit Bay with his lovely wife Pam and his outstanding son Chaz.